We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.

Attractive valuations, structural reforms, and favorable macroeconomic trends may position Greek equities as a strategic addition to diversified portfolios.

We left a recent trip to Brazil optimistic that depressed equity valuations could present an attractive buying opportunity.

A trip to Argentina increased our conviction that political change and the potential to monetize natural resources have the country positioned for growth.

An EM allocation may help reduce overall portfolio risk while potentially improving returns, but the question is “how much?”